Top home buying financial advisors in Provo, UT

Trent Colledge is a CFP® with six years of industry experience, currently serving at Sunset Retirement Advisors LLC. His prior roles include positions at Orion Portfolio Solutions, Elevated Retirement Group, and Arista Wealth Management. He is also an adjunct lecturer at Grand Canyon University and teaches CFP® curriculum part-time at the University of Virginia. Sunset Retirement Advisors LLC is a fee-only investment advisory firm specializing in employer-sponsored retirement plans, pension and profit-sharing plans, and other institutional accounts. The firm provides retirement plan consulting and management, including investment policy development, participant education, and vendor searches, often utilizing outside managers and model portfolios.

Keve Bybee is a financial advisor at Hurley Investments, LLC in Provo, UT, holding a Series 65 designation with nine years of industry experience. He has been with Hurley Investments since 2016 and is also associated with The Helping Unity LLC. Hurley Investments provides fee-based portfolio management primarily to individual clients, as well as small businesses and nonprofit entities, using a discretionary approach that includes equities, mutual funds, ETFs, bonds, stock options, and private placements. The firm employs a combination of fundamental and technical analysis and is notable for its routine use of collar option strategies and derivatives within separately managed accounts.

Darren Walker is a financial advisor with Cambridge Investment Research Advisors in Provo, UT, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He previously worked at Commonwealth Financial Network and Merrill Financial Associates before joining Cambridge in 2022. Outside of his advisory role, he is also commissioned as a notary. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with a variety of portfolio management and model-based solutions tailored to client needs.

Bruce Chugg is the principal advisor at Chugg Wealth Strategies, LLC, based in Provo, Utah. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to founding his current firm, he operated as a sole proprietor and worked at Tessera Capital Partners, LLC. Chugg Wealth Strategies provides investment supervisory services and financial planning to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a client-directed basis using fundamental, technical, and cyclical analysis, maintaining mostly non-discretionary accounts to keep transaction authority with clients.

John Gehrke is a financial advisor at B.O.S.S. Retirement Advisors, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Prudential Insurance Company of America, and MassMutual Life Insurance. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and primarily delivers ongoing services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Brandon Johnson is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. His approach includes providing ongoing advice and guidance tailored to changing client needs, and he facilitates access to additional banking, credit, home financing, and small business resources through Bank of America specialists. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Brandon holds a Bachelor's Degree from Western Michigan University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Brandon spends time engaging in sports such as basketball and golf, enjoys music, and values spending time with his family. He enjoys activities like game nights and barbecues, as well as visiting parks and walking nature trails with his wife and two sons.

Jacob Wyand is a financial advisor at Wyand Wealth LLC in Saint Petersburg, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Fidelity Investments and UBS Financial Services. Wyand Wealth LLC is a state-registered investment adviser serving individual and family clients with investment management and financial planning. The firm uses a top-down asset allocation process focused on ETFs and individual equities, providing discretionary management and accommodating client investment restrictions.

Gisselle Caraballo is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In her role, she partners with clients to understand their financial priorities and develop strategies tailored to their short-, mid-, and long-term goals. She provides guidance across a broad spectrum of financial needs, including investing, retirement planning, and unexpected expense preparation, while also facilitating access to Bank of America specialists for banking and lending solutions. With expertise in managing the competing demands of personal finance, Gisselle works closely with clients to define objectives and implement portfolio strategies aligned with those goals. She offers ongoing advice to adapt portfolios as clients' circumstances evolve. Gisselle holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned her Bachelor's Degree from the University of Texas System. She is a member of the National Association of Women Business Owners and is fluent in English and Spanish.

Hugh Baker is a CFP® and holds a Series 66 license with seven years of industry experience. He has been with Wrenne Financial Planning LLC since 2021 and previously worked at Allegheny Financial Group from 2015 to 2021. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for about 400 clients, including individual and high-net-worth households as well as corporate and business clients. The firm employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, providing comprehensive financial planning and discretionary portfolio management along with separate student-loan planning services.

Max Mc Grail is a Series 65-licensed advisor with MMM Capital Ventures, where he has been working since 2025. He is also the founder and CEO of Sunset Beach Collective LLC, a lifestyle brand focused on clothing and merchandise. His prior career includes roles at the Auto Club of Southern California and several other positions across different industries. MMM Capital Ventures is a small advisory firm serving primarily individual retail investors and custodial accounts for minors. The firm employs an active, market-timing approach that uses technical analysis, sentiment measures, and market news, offering both discretionary and non-discretionary portfolio management with sophisticated strategies including options and leveraged ETFs.